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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,193 | $97,648-77.3% | $121,663-81.8% | $87,485-74.6% |
| Participation rate | 92.1% | 70.5%+21.6pp | 74.5%+17.6pp | 68.9%+23.2pp |
| Annual return | 24.88% | 18.03%+6.8pp | 147.54%-122.7pp | 26.06%-1.2pp |
| Employer contribution / active EE | $2,950 | $2,300+28.2% | $3,020-2.3% | $2,596+13.6% |
| Participant deferral / active EE | $5,584 | $3,923+42.3% | $4,887+14.3% | $4,274+30.7% |
| Admin fee / account holder | $585 | $11,100-94.7% | $14,289-95.9% | $7,775-92.5% |